Lee
Regional Director, Vice President at Morgan Stanley | Mercer Island, Washington, United States
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Regional Director, Vice President at Morgan Stanley in July 2015 to Present
Executive Director at Morgan Stanley in February 2023 to Present
Leader on Sabbatical at Sabbatical in August 2014 to July 2015
Director at Merrill Lynch in January 2012 to August 2013
Vice President at Merrill Lynch in January 2011 to August 2013
Sales Manager at Merrill Lynch in October 2008 to January 2012
Assistant Vice President at Merrill Lynch in January 2009 to December 2010
Senior Financial Advisor at Merrill Lynch in January 2006 to December 2008
Financial Advisor at Merrill Lynch in November 1998 to December 2005
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University of Alaska Anchorage, BBA, January 1995 to January 1997
Ege Üniversitesi, English, January 1991 to January 1994
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Communication
Series 3
Series 7
series 9
series 10
Series 66
Life & Health Insurance Licenses
Alternative Investments
Fixed Income
Asset Allocation
Wealth Management
Mutual Funds
Investment Strategies
Securities
Investment Advisory
Retirement Planning
Uniform Combined State Law
FINRA
Executive Management
Practice Management
Business Coaching
Public Speaking
Options Strategies
Investments
Financial Services
Finance
Certified Special Needs Advisor
High Impact Communication
Wealth Management Services
Financial Advisory
Separately Managed Accounts
Equities
Portfolio Management
Bonds
Financial Markets
Strategic Financial Planning
Hedge Funds
Asset Management
Management Consulting
401k
Relationship Management
Financial Planning
Nuclear Safety
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Discover more about Morgan StanleyWhat is Lee email address?
Email Lee at [email protected]. This email is the most updated Lee's email found in 2026.
How to contact Lee?
To contact Lee send an email to [email protected].
What company does Lee work for?
Lee works for Morgan Stanley
What is Lee's role at Morgan Stanley?
Lee is Regional Director, Vice President
What is Lee's Phone Number?
Lee's phone (206) ***-*107
What industry does Lee work in?
Lee works in the Financial Services industry.
Lee Email Addresses
Lee Phone Numbers
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